How DealPilot works
Step-by-step help guides: generate, edit, send, and sign proposals, then set up contracts, payment links, invoices, and the client portal. For writing craft and pricing psychology, use the blog.
How to generate a proposal in DealPilot
Paste a brief, pick a tone, and get a send-ready draft in about a minute. This is the path from empty dashboard to first proposal.
Guide 2How to send a proposal clients actually open
The document is half the job. The other half is getting it in front of the buyer without it dying in a 22-message email thread.
Guide 3How to get a proposal signed without chasing
Signature is a moment, not a personality test. Reduce friction, name the next step, and collect the deposit in the same motion.
Guide 4How to edit a proposal after it is generated
The AI draft is a starting point. Here is how to change the scope, fees, and wording before the client sees it.
Guide 5How to edit the Why Us section
Why Us is where generic proposals lose. Replace boilerplate with the two or three reasons this client should pick you.
Guide 6How to set up your brand kit
Add your logo, colours, and font once so every proposal looks like yours.
Guide 7How to create a contract from a proposal
Turn an accepted scope into a contract without retyping it.
Guide 8How to add a payment link to a proposal
Collect the deposit in the same moment the client says yes.
Guide 9How to see when a client opens your proposal
Know when to follow up by seeing opens, instead of guessing.
Guide 10How to follow up on a sent proposal in DealPilot
Set automatic follow-ups so a quiet client does not mean a dead deal.
Guide 11How to use the client portal
Give each client one place for files, invoices, and project updates.
Guide 12How to send an invoice from a proposal or time entries
Bill for the work you agreed to, or the hours you logged, in a couple of clicks.